Gideon Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Gideon Capital Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,307	Closed	-$469K	–	28
2019 Q4	$469K	Sell	7,307 -28,324	-79%	-$1.62M	0.16%	180
2019 Q3	$1.81M	Buy	+35,631	New	+$1.67M	0.59%	55
2018 Q2	–	Sell	-6,999	Closed	-$443K	–	369
2018 Q1	$443K	Buy	+6,999	New	+$450K	0.27%	137
2017 Q4	–	Sell	-3,379	Closed	-$215K	–	301
2017 Q3	$215K	Sell	3,379 -307	-8%	-$17.9K	0.21%	240
2017 Q2	$205K	Sell	3,686 -5,826	-61%	-$317K	0.23%	229
2017 Q1	$517K	Buy	+9,512	New	+$522K	0.31%	96
2015 Q2	–	Sell	-6,578	Closed	-$424K	–	240
2015 Q1	$424K	Buy	+6,578	New	+$412K	0.17%	166
2014 Q2	–	Sell	-10,046	Closed	-$522K	–	249
2014 Q1	$522K	Buy	+10,046	New	+$535K	0.29%	114

Other funds holding BMY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's BMY Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Bristol-Myers Squibb (BMY) in Q1 2020, closing a stake of 7,307 shares — an estimated $469K sold.

Gideon Capital Advisors first reported a position in BMY in Q1 2014 and held it in 8 quarters. The position peaked at $1.81M in Q3 2019. 2,149 funds tracked by Wall St. Rank hold BMY as of Q1 2020.

Gideon Capital Advisors reported no remaining Bristol-Myers Squibb position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 7,307 Bristol-Myers Squibb shares in Q1 2020, an estimated $469K.
Gideon Capital Advisors first reported a position in Bristol-Myers Squibb in Q1 2014 and held it in 8 quarters.
Gideon Capital Advisors's Bristol-Myers Squibb position peaked at $1.81M in Q3 2019.
2,149 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.